Fighting corruption to achieve the Millennium Development Goals (MDGS)Published: Thu, 15 Mar 12 Terry Booysen
CEO: CGF Research Institute (Pty) Ltd
Crime experts, economists and NGOs were recently not surprised that an estimated R30 billion was being lost annually by South African taxpayers due to graft, incompetence and negligence in the public service. Corruption is fast becoming pervasive ...
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Masthead launches dealer groupPublished: Wed, 14 Mar 12 Masthead has widened its scope of services for independent financial advisors by launching Masthead Financial Planning, a dealer group that offers advisors practical support to ease the regulatory burden and increase the advisor’s efficiency and profitability.
“The challenges and demands ...
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Trustees taking pension fund reins must stay focused on fundamental rolePublished: Tue, 13 Mar 12 Focus on investment strategies should not distract from other responsibilities
Johannesburg - Trustees of pension funds should stay focused on their core responsibilities to fund members even though they have had to become much more involved in investment strategies and decisions in recent months.
This ...
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Healthy life industry attracts strong new premium incomePublished: Tue, 13 Mar 12 The South African life insurance industry held record assets of R1. 45-trillion at the end of 2011, an increase of 13% from the R1. 28-trillion held at the end of 2010.
Releasing the 2011 sales statistics for the South African long-term insurance industry, Peter Dempsey, deputy CEO of the Association for Savings ...
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‘Heads-up’ for directors in the cloudPublished: Tue, 13 Mar 12 Terry Booysen
CEO: CGF Research Institute (Pty) Ltd
There’s much that can be said about the manner in which members of a board are ‘wired’, and it does not take much to recognise those directors who embrace technology and those who don’t. Interestingly, as technology races ...
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FAIS…for the 100th time…Withdrawal/Suspension of licencesPublished: Mon, 12 Mar 12 By Paul Kruger
Moonstone Information Refinery (Pty) Ltd
There are essentially two reasons why this happens: people do not know what their obligations are, or they intentionally transgress the legal requirements of providing financial advice or intermediary services. Last week the FSB issued a media release ...
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FAIS: Exemption from one or more Level 2 REsPublished: Mon, 12 Mar 12 By Paul Kruger
Moonstone Information Refinery (Pty) Ltd
We regularly receive enquiries from readers about the Level 2 regulatory examinations. Typically, they indicate that they have successfully completed the level 1 exams and, being in a training routine, wish to start preparing for the next round of exams ...
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SA actuary achieves international milestone in risk managementPublished: Mon, 12 Mar 12 South Africa has produced the world’s 1 000th actuary to formally qualify as a Chartered Enterprise Risk Actuary (CERA). Actuaries with this internationally recognised qualification have the sought after skill to devise and implement effective risk management strategies across organisations.
According ...
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2012 Annual FPI ConventionPublished: Mon, 12 Mar 12
2012 Annual FPI Convention
20 - 21 June 2012
Sandton Convention Centre
Put yourself a decade ahead of the pack and learn how you, as a financial planner, can adapt your mindset and embrace change to succeed in an ever changing world
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What causes emerging risks?Published: Mon, 12 Mar 12 Dr David Hillson FIRM, HonFAPM, PMI Fellow
One of the biggest challenges for the world is how to prepare for emerging risks. These are new and previously unknown risks, or familiar risks that appear in new ways. After all, how can you predict or prepare for something that you have not seen before ...
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FAIS RE Examinations: Read the fine printPublished: Fri, 09 Mar 12 By Paul Kruger
Moonstone Information Refinery (Pty) Ltd
A conversation with a candidate about her mock exams revealed some facts which may help other candidates avoid making mistakes. The lady concerned completed mock exams drawn up by her employer. When she received the results, she was unable to figure ...
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FAIS - Application for Exemption to Submit Audited Financial StatementsPublished: Fri, 09 Mar 12 By Paul Kruger
Moonstone Information Refinery (Pty) Ltd
In Monday’s Moonstone Investment Indicators we explained the reason why certain FSPs can now apply for exemption from the requirement to submit audited financial statements. A number of readers complained that they were unable to download the application ...
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Trojan or Gifted Horse?Published: Fri, 09 Mar 12 By Paul Kruger
Moonstone Information Refinery (Pty) Ltd
A number of readers enquired about a request from insurers for personal information which they felt had nothing to do with their agreement with product providers they are contracted with. The request referred to was sent out by Astute and read as follows:
Dear ...
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Milpark’s oldest graduate 2012Published: Thu, 08 Mar 12 Milpark Business School’s oldest graduate received a Certificate in Financial Planning at the Cape Town graduation on 1 March.
81-year old Clive Archer became the oldest Milpark graduate in 2012 when he received his Certificate in Financial Planning from Milpark, 65 years after he matriculated ...
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Retirement Fund Experts convene to open the Fund and Asset Consulting Forum in Kempton ParkPublished: Thu, 08 Mar 12 MNCapital, has partnered with the Mianzo Asset Managers, Mvunonala Asset Managers, SinCo, Africonomie, AfricaSif, Riscura, CGF Research Institute and Akani Retirement Fund Administrators, Cover, MoneyMarketing, FANews and Insurance Gateway® to hold the much anticipated 2012 Fund and Asset Consulting Forum.
The ...
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FAIS Regulatory Exams – The RealitiesPublished: Wed, 07 Mar 12 Joe Kotzé, National Manager: Compliance at the Financial Intermediaries Association of Southern Africa (FIA)
The financial services industry has always been a vibrant and dynamic environment where resilience amongst its members is often tested to the limit. The Financial Services Board’s ...
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From redistribution to wealth creationPublished: Tue, 06 Mar 12
Jac Laubscher Group Economist
Sanlam
It is generally accepted that the state has a role to play in the distribution of income in order to promote social stability, or to ensure a more equitable society. What is regarded as equitable ...
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